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Track Yepsta Pay Requests and Transactions

Use Sales & Billing → Yepsta Pay to track collection across accessible locations.

Find a record

Section titled “Find a record”

Open Payment Requests, Online Transactions or Needs Attention. Search by Invoice, customer or safe reference and filter by date, accessible location and the tab-specific status, request type, payment method or reconciliation state.

Review a Payment Request

Section titled “Review a Payment Request”

The request drawer shows status, Invoice balance, customer, location, request type, provider, mode, creator, created/expiry dates, sharing history, linked payment and activity. Available actions can include:

  • Open invoice;
  • Copy link, Send Email or Send WhatsApp;
  • Check payment status;
  • Close request; or
  • create a replacement for an expired, cancelled, superseded or failed request.

Review an Online Transaction

Section titled “Review an Online Transaction”

The transaction drawer shows a safe Razorpay payment reference, provider state, payment method, mode, received time, whether it was recorded on the Invoice, and the processing timeline. A Verified provider result is distinct from Recorded on invoice; confirm both when investigating a delay.

Resolve Needs Attention

Section titled “Resolve Needs Attention”
Handle an attention item safely
  1. Open the item and read its summary and recommended action.
  2. Confirm the Invoice, customer, amount, status, safe reference and last check.
  3. Use Open invoice or Payment Settings when the source record needs review.
  4. Use Retry safe check only when your Reconcile permission and the item allow it.
  5. Add a concise internal note when context is needed.
  6. Use Mark reviewed only for an informational item; unresolved money cannot be hidden this way.

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